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Thursday, December 10, 2009

Account blocked again...

I do not know what happened. My account was blocked and my blog taken offline.
I hope it will work now, or I will have to move away from blogger.com.

The market situation looks very uncertain to me. We just sold GIGM with a loss and I would wait a while before buying new stocks.

Bye

4 comments:

  1. Hi,

    How do you feel about the following picks I've been thinking of:

    ATPG
    HUSA
    ISIS
    TSO

    ReplyDelete
  2. Humble Trader (unlogged, but me)December 24, 2009 at 12:45 AM

    Hello Ryan

    this is my personal opinion on the stocks you highlight:

    ATPG
    It is (technically) overbought at the moment.
    From a fundamental p.o.v. I see it's debt/equity ratio is very high compared to the industry average.That makes a ROE much higher than ROI, but I see it as risky. In addition to that, its sales contraction was very bad last year.
    I would not buy it.

    HUSA
    Technically overbought.
    It has a lot of money and no debt, but it is destroying value (ROI < 0, EPS < 0).
    I would not buy it now.

    ISIS
    Losing money. Sales increased but EPS decreased. What happened? I did not investigate the balance sheets. It may be a 1 time issue or a structural problem. I would wait until the situation is clearer.
    Technically it would be a good time to buy, but I do not like the fundamentals.

    TSO
    Does not look bad, although I am not convinced about it.
    I see it still uncertain. TSO performed better than the industry average, but not well enough to outstand.


    Of course this is only my personal opinion.
    Merry Christmas to everybody

    ReplyDelete
  3. I must say.. PROPS to BUCY! Probably your greatest pick yet!! Hoping for a great 2010!!!

    ReplyDelete
  4. How do you feel about holding onto LANC? It has been fairly steady since we got it...

    ReplyDelete

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